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Oct 27, 2025 8:01 PM

Uber Could Top Q3 Estimates On Strong Mobility Data: BofA

B Of A Securities analyst Justin Post expressed views on Uber Technologies, Inc. (NYSE:UBER) ahead of its third-quarter earnings results on November 4.

Industry Data

Bank of America card data suggests a three ppt acceleration in U.S. Online Transit spend growth year-over-year in the third quarter, versus Street expectations for stable ex-FX mobility growth.

Also, BofA data showed Online restaurant sales (Delivery) accelerated 1ppt, short of the Street’s 2ppt acceleration forecast.

The analyst projects delivery’s growth to be led by the Trendyol Go acquisition (adding 1ppt) and U.S. e-commerce strength.

Q3 Estimates

The analyst anticipates slight ...